Form 990 for tax year 2024
Filed by UNITED WAY OF MARTIN COUNTY INC.
Totals
- Total revenue
- $2,895,269
- Total expenses
- $2,484,562
- Contributions and grants received
- $2,774,046
- Grants paid
- $1,068,592
- Program service revenue
- $0
- Investment income
- $112,312
- Other revenue
- $8,911
- Total assets, end of year
- $3,593,262
- Total liabilities, end of year
- $1,533,967
- Net assets or fund balances, end of year
- $2,059,295
- Program services expenses (Part IX)
- $2,097,199
- Management and general expenses
- $285,040
- Fundraising expenses
- $102,323
- Program service expenses (Part III)
- $2,097,199
Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$175,478
-
1f · All other contributions, gifts and grants
$2,598,568
-
1g · Noncash contributions included above
$22,417
-
3 · Investment income
total $112,303 · excluded $112,303
-
7a · Gross sales of assets other than inventory
securities $10,000
-
7b · Less cost or other basis and sales expenses
securities $9,991
-
7c · Gain or loss
securities $9
-
7d · Net gain or loss
total $9 · excluded $9
-
8a · Fundraising events: gross income
$20,336
-
8b · Fundraising events: direct expenses
$11,425
-
8c · Net income from fundraising events
total $8,911 · excluded $8,911
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,068,592 · program services $1,068,592
-
5 · Compensation of officers, directors and key employees
total $189,773 · program services $125,250 · management and general $56,932 · fundraising $7,591
-
7 · Other salaries and wages
total $332,434 · program services $181,391 · management and general $97,387 · fundraising $53,656
-
9 · Other employee benefits
total $89,656 · program services $50,460 · management and general $28,059 · fundraising $11,137
-
10 · Payroll taxes
total $41,190 · program services $24,120 · management and general $12,220 · fundraising $4,850
-
11c · Fees: accounting
total $7,000 · program services $3,358 · management and general $2,607 · fundraising $1,035
-
16 · Occupancy
total $67,489 · program services $39,775 · management and general $19,813 · fundraising $7,901
-
17 · Travel
total $3,894 · program services $2,139 · management and general $1,257 · fundraising $498
-
22 · Depreciation, depletion and amortization
total $7,242 · program services $3,475 · management and general $2,697 · fundraising $1,070
-
23 · Insurance
total $12,357 · program services $7,825 · management and general $3,245 · fundraising $1,287
-
24a · Other expenses: DONOR DESIGNATED PASS T
total $234,365 · program services $234,365
-
24b · Other expenses: SPECIFIC ASSISTANCE
total $168,373 · program services $168,373
-
24c · Other expenses: PROFESSIONAL SERVICES/C
total $101,658 · program services $45,683 · management and general $35,269 · fundraising $20,706
-
24d · Other expenses: UNITED WAY DUES
total $45,825 · program services $45,825
-
24e · All other expenses
total $114,714 · program services $96,568 · management and general $25,554 · fundraising -$7,408
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $46,421 · end of year $16,106
-
2 · Savings and temporary cash investments
beginning of year $1,887,477 · end of year $2,166,439
-
3 · Pledges and grants receivable
beginning of year $457,471 · end of year $539,237
-
9 · Prepaid expenses and deferred charges
beginning of year $24,713 · end of year $20,756
-
10a · Land, buildings and equipment: cost or other basis
$98,195
-
10b · Land, buildings and equipment: accumulated depreciation
$88,667
-
10c · Land, buildings and equipment, net
beginning of year $16,769 · end of year $9,528
-
15 · Other assets
beginning of year $695,166 · end of year $841,196
-
17 · Accounts payable and accrued expenses
beginning of year $79,764 · end of year $88,098
-
18 · Grants payable
beginning of year $1,061,081 · end of year $1,162,172
-
25 · Other liabilities
beginning of year $341,708 · end of year $283,697
-
27 · Net assets without donor restrictions
beginning of year $1,414,553 · end of year $1,691,576
-
28 · Net assets with donor restrictions
beginning of year $230,911 · end of year $367,719
Mission and programs · 2024
Mission
THROUGH FUNDRAISING, VOLUNTEERISM, AND ADVOCACY, UNITED WAY BRINGS THE COMMUNITY TOGETHER TO LEVERAGE THE RESOURCES NEEDED TO TAKE ACTION ON HUMAN CARE NEEDS AND IMPROVE THE QUALITY OF LIFE FOR MARTIN COUNTY RESIDENTS.
-
GRANTS - UNITED WAY INVESTS FUNDS IN PROGRAMS FOCUSING ON EDUCATION, FINANCIAL SECURITY AND HEALTH THAT ARE IDENTIFIED IN MARTIN COUNTY. THE BOARD OF DIRECTORS DETERMINES ANNUAL FUNDING PRIORITIES AND FUNDING AVAILABLE FOR DISTRIBUTION. ANY AGENCY THAT SERVES THE RESIDENTS OF MARTIN COUNTY THAT IS A 501(C)(3) ORGANIZATION AND ANY QUALIFYING PUBLIC ENTITIES ARE ELIGIBLE TO SUBMIT GRANT REQUESTS FOR FUNDING CONSIDERATION. FOR THE REPORTING YEAR, APPLICATIONS WERE REVIEWED BY A DIVERSE GROUP OF 37 LOCAL VOLUNTEERS DONATING 339 HOURS OF TIME TO THE CITIZEN GRANT REVIEW PROCESS. THE VOLUNTEERS EVALUATED GRANT REQUESTS, DID A SITE TOUR AND THEN MADE A RECOMMENDATION BASED ON HOW THE PROGRAM MET SPECIFIC OUTCOME OBJECTIVES AND OPERATED IN A COST EFFECTIVE MANNER. THE BOARD OF DIRECTORS APPROVED FUNDING TO 38 EXTERNAL PROGRAMS.
Expenses $1,045,001 · Grants $1,045,001
-
OTHER PROGRAM RELATED DISTRIBUTIONS - UNITED WAY PROVIDES DIRECT PROGRAM SERVICES FOR THE RESIDENTS OF MARTIN COUNTY INCLUDING EMERGENCY RENT/MORTGAGE AND UTILITY ASSISTANCE TO WORKING RESIDENTS IN NEED OF A HELPING HAND-UP; FREE TRANSPORTATION FOR HEALTH, EMPLOYMENT, FOOD AND OTHER CRITICAL SERVICES FOR THOSE FACING TRANSPORTATION BARRIERS; AND HOLIDAY ASSISTANCE TO OVER 900 FAMILIES WHICH INCLUDES TOYS, BIKES AND FOOD FOR A HOLIDAY MEAL.
Expenses $230,251 · Grants $23,591
-
VOLUNTEER UNITED - UNITED WAY OFFERS A FULL SERVICE VOLUNTEER CENTER THAT ENGAGES INDIVIDUALS, SENIORS, FAMILIES, BUSINESSES, AND CIVIC GROUPS IN VOLUNTEER EFFORTS THAT HELP STRENGTHEN MARTIN COUNTY AND ITS NONPROFIT AGENCIES. PROJECTS OPERATED THROUGH VOLUNTEER UNITED INCLUDE THE ANNUAL UNITED WAY HOLIDAY PROJECT, AMERICORPS SENIORS, THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM, AND THE COORDINATION OF SERVICE PROJECTS AT THE REQUEST OF LOCAL EMPLOYERS AND SERVICE ORGANIZATIONS.
Expenses $196,923
-
COMMUNITY FUND DISTRIBUTION - THIS PROGRAM MANAGES THE VOLUNTEER CITIZEN REVIEW PROCESS WHICH CONSIDERS ALL AVAILABLE RESOURCES AND COMMUNITY NEEDS FOR HUMAN CARE IN THE ALLOCATION OF UNITED WAY FUNDS.
Expenses $625,024
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael BorlaugMICHAEL BORLAUG
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Mark RobertsMARK ROBERTS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Blake DavisBLAKE DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bryan GarnerBRYAN GARNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephen QuintyneSTEPHEN QUINTYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Derek OrtadoDEREK ORTADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie QuirantesSTEPHANIE QUIRANTES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Geoff LiebermanGEOFF LIEBERMAN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Natalie DesmanglesNATALIE DESMANGLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Chuck ShafferCHUCK SHAFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David SarnoDAVID SARNO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tony LavargnaTONY LAVARGNA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Taryn KryzdaTARYN KRYZDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amy BottegalAMY BOTTEGAL
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Tamara MatthewTAMARA MATTHEW
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Mary Anne CannonMARY ANNE CANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer SalasJENNIFER SALAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Muffin AdamiakMUFFIN ADAMIAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Richard LosardoRICHARD LOSARDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael MaineMICHAEL MAINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Josh FerraroJOSH FERRARO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nimesh PatelNIMESH PATEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Carol Houwaart-DiezCAROL HOUWAART-DIEZ
PRESIDENT & CEO
- Total calculated
- $213,492
- From this org
- $165,614
- From related orgs
- $0
- Other
- $47,878
- Hours/week
- 46 + 4 related
Schedule J breakdown matched by us
- Base
- $165,614
- Bonus
- $0
- Other
- $0
- Deferred
- $13,932
- Nontaxable benefits
- $33,946
- Filer's total
- $213,492
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$119,250
PROJECT HOPE / FOOD PANTRY / ENRICHMENT CENTERS
-
COUNCIL ON AGING MARTIN COUNTY
$85,000
ADULT DAY CLUB/MEALS ON WHEELS/SENIOR SERVICES NAVIGATOR
-
THE SALVATION ARMY
$84,402
BASIC NEEDS ASSISTANCE/COMPASSION HOUSE
-
$82,450
THERAPEUTIC SERVICES/TARGETED CASE MANAGEMENT WILLOUGHBY LEARING CENTER
-
ARC OF MARTIN COUNTY
$82,000
ABLE PROGRAM/YOUTH AFTER SCHOOL PROGRAM/PROJECT SEARCH
-
$67,500
BABY STEPS / SUCCESSFUL FUTURES
-
$56,000
FAMILY NAVIGATOR/SPECIALIZED DAY CARE CENTER
-
$55,000
DOMESTIC VIOLENCE SHELTER
-
FLORIDA COMMUNITY HEALTH CENTERS
$50,000
ADULT BEHAVIORAL SERVICES PROGRAM
-
MARTIN COUNTY HEALTHY START
$41,000
MATERNAL CARE SERVICES/FATHER & CHILD RESOURCE CENTER
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNITED WAY OF MARTIN COUNTY FOUNDATION INC
501(C)(3) · SUPPORTING ORGANIZATION · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621319349301847
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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